Smartsheet for iOS: View and Update Your Work from the Mobile App

Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

With Smartsheet for iOS, you can take your work with you, collect information from resources in the field, and maintain visibility into key metrics so that you can make smarter decisions on the go.

The Smartsheet for iOS app requires iOS 13 or later.
Apple App Store

After installing and launching the iOS app, you can log in to an existing Smartsheet account or start a free 30-day trial. 

Smartsheet for iOS: Navigate from the Home screen

The Home screen is the landing page from which you’ll navigate to access all of your Smartsheet content. To find the Smartsheet items you need to access, you can use the Search bar, Home screen, or Browse screen. You can also view and fulfill alerts and requests from your Notifications screen.

Search

You’ll always see the Search bar while on the Home screen or Browse screen so that you can easily find the Smartsheet items you need.

Search

When you tap the Search bar, you can enter your search terms, see items recently opened from search, and filter your search results.

Search Results

 

Home

After logging in to the mobile app, you’ll be taken to the Recents tab on the Home screen where you can see your last opened items. 

To do this Follow this step
Open an item Tap the item
See more options and information about the item Tap the menu
See any Smartsheet item you’ve marked as a favorite Switch to the Favorites tab
Quickly find relevant items At the top of your favorites list, use the Filter by menu

Your Recents and Favorites are synced to the same recent items and favorites that you see in the desktop app.

Browse

To find workspaces and items you own or have access to, tap Browse.

Browse

In the Workspaces menu, you can do the following tasks:

  • To open any workspace, tap the workspace 
  • To mark the workspace as a favorite or share it if you have Editor - Can Share permissions or higher, tap the menu icon

In the Sheets menu, you’ll see any Smartsheet items and folders you have access to which aren't in a workspace. This corresponds to the Sheets folder in the desktop app.

Notifications

Stay up to date on relevant alerts and requests on the Notifications screen.

To see approval requests and update requests, switch to the Requests tab or clear all notifications.

 

Notifications

Smartsheet for iOS: Work with sheets and reports

With the Smartsheet for iOS app, you can view and modify data in your accessible sheets and reports even when you’re away from your computer.

The mobile app is best used with sheets and reports that have already been configured. If you need to make administrative changes, such as setting up your report or building automation and formulas in your sheets, then use the desktop app.

Actions in the sheet menu

To see a number of options, in the upper-right area of the sheet, tap the menu icon.

Tap this option

To do this

Favorite

Add the sheet to your Favorites list.

Share See all collaborators shared to the sheet. If you have Editor - Can Share permissions or higher, you can add more collaborators to the sheet. 

Sort

Sort the rows in the sheet for all collaborators according to criteria you specify. Note that you can’t undo this action if your sheet is not currently sorted or if rows have been manually organized.

All Attachments

See all attachments on the sheet. You can also upload new attachments or view and download existing attachments to your device.

All Conversations

See all conversations and comments in the sheet, including comments at the sheet-level and row-specific conversations.

All Proofs

See all proofs on the sheet if proofing is enabled. Depending on your sharing permissions, you can view existing proofs and approve or reject proofs that are waiting for feedback.

Send

Send a link to the sheet to somebody as an email.

Edit Columns

If you’re a licensed user with Admin or Owner permissions on the sheet, you can add, edit, or delete columns.

Add Row

If you have Editor permissions or higher on the sheet, you can add a new row to the bottom of the sheet.

Help

Go to the Smartsheet Help and Learning Center to check help articles and videos, or browse the Community forums.

Switch views to change how you see your work

To switch views, in the top Navigation Bar, tap the View Switcher icon.

An image of the View Switcher options

In a sheet or report, there are several views that you can use to fit your needs as you work in the mobile app.

In reports, only grid view, list view, and Gantt View are available. Gantt View is only available if the sheet is set up to support it on the desktop.

View name

Description

Mobile View

Displays information from fields you specify, so you can quickly access and edit key information.

Grid View

Displays all rows and columns for a complete view of the sheet.

Card View

Displays data in cards organized in lanes.

List View

Displays information from the primary column, best for when you want to quickly navigate the sheet.

Gantt View

Organizes tasks as bars in a Gantt chart. This view is only available if there are at least two date columns in the sheet.

Calendar View

Displays date-driven tasks as events in a week or month calendar. This view is only available if there is at least one date column in the sheet.

Mobile View: Optimize how you see information

In mobile view, you can specify up to nine key fields, in addition to the primary column, so you can quickly view and edit key information. You can also easily navigate to the conversations, attachments, and proofs for a given row.

To choose which fields appear in the expanded view, select Settings. Then tap any field to edit it (if you have Editor or higher permissions).

An image of the mobile view interface

 

When you switch to compact view, only the primary column is displayed so it is easier to flick through all of your tasks. To view and edit all fields on the row, select The Menu icon > Edit Row.

An image showing the compact view interface

In mobile view, child rows are indicated by a return symbol ; the parent row is referenced in smaller, gray text at the top of the entry.

Only the immediate parent will be displayed at the top of the child entry. If you want to see the full ancestry, switch to Grid View. To open individual cards in the ancestry, tap each parent name.

Child Rows

Grid and Gantt View: Take more actions on the row, column, or cell level

When you tap a specific element (for example: a row number, a column header, or a cell), an appropriate toolbar will appear for you to take actions.

Row toolbar

To access the row toolbar, tap a row number.

Grid & Gantt

Some of the options in this toolbar include, but aren’t limited to:

  • Edit content row-by-row using the Edit Row screen
  • Leave and view comments
  • Send update requests
  • Indent or outdent the row
  • Lock or unlock the row
  • Delete the row

Column toolbar

To access the column toolbar, tap a column header.

Column toolbar

Some of the options in this toolbar include, but aren’t limited to:

  • Edit column properties (column name, type, and description)
  • Hide the column
    To unhide the column, tap the hidden column indicator (black line between two columns), then tap Unhide.
  • Lock or unlock the column
  • Apply a permanent sort

Cell toolbar

You'll also have access to the cell toolbar whenever you select a cell. Here are other cell-toolbar actions:

  • Swipe up the toolbar: Expand a collapsed cell toolbar
  • Double-tap a cell: Edit the cell contents

If there are multiple lines in the cell, use the Edit Row screen or tap a different cell and reselect the target cell.

Cell toolbar

Some of the options in this toolbar include, but aren’t limited to:

  • Edit content row-by-row using the Edit Row screen
  • Copy and paste cell data
  • View Cell History
  • Insert an image, barcode, location, or hyperlink in the cell

Slide to move rows

To move a row, in grid view, slide the row from its row number on the left side of the sheet. 

Move Rows

Take pictures or attach files to a sheet or row

You can take a picture or attach existing files to the sheet itself, on specific rows, or through form submissions.

To attach files at the sheet level

  1. Open the sheet.
  2. At the top right, select Sheet Menu The Sheet Menu icon .
  3. Select All attachments.

    All Attachments
  4. To open the file picker and choose the files you wish to attach, tap the paperclip icon, and select Attach a File or Choose from Photos.

To attach files to a row in grid view

  1. Select your desired row number.
  2. Select Row Attachments.
  3. To open the file picker and choose the files you wish to attach, tap the paperclip icon, and select Attach a File or Choose from Photos.

Attach files to forms and other sheet views

To attach files to forms and sheet views, follow the listed steps:

  • Attach files to forms: Tap Upload if the form includes a File Upload field.
  • Attach files to sheet views: In card view, calendar view, or list view, select the card, event, or list. Then select the paperclip icon to upload your attachment.

Form Attachment

If you’re uploading images or taking a photo, you can also edit and markup these images during the file upload process.

Edit Image

Need more information about editing the pictures you want to upload? See the Smartsheet for iOS: Capture information from the field article. 

Review and take action on proofing requests

If proofing is enabled on your sheet, you can view, comment, and annotate your proofs directly within the sheet. You can also respond to proofing requests from the Notification Center.

If you need to create a new proof, manage an existing proof, or send a proofing request, use the desktop app.

Collaborate on work items with conversations

While viewing a row, task, or card, tap the Conversations icon to see the conversations on your selected task. You can also use @mentions to tag collaborators and notify them about your comment.

Smartsheet Mobile App: Dashboards

With the Smartsheet Mobile App, you can review the dashboards you’ve already set up so you can see key metrics and information on the go. To switch between mobile and desktop layouts, at the lower-right corner, tap the layout icon.

If you need to modify the content and layout of your dashboard, use the desktop application.